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How to 'Check Out' or Move Items Using Sortly

Save time by moving items between folders on web or mobile, one at a time, in bulk, or by scanning a barcode or QR code. Move one item, several items from the same folder, or items spread across different folders, and choose a quantity and a reason as you go. This article walks you through moving items on web, and moving items on mobile with Quick Actions.

In this article

  1. Web
  2. Mobile

Web

Moving one item

Need to move a single item to a new folder? Do it right from the item list.

1
Hover over the item and select the move icon.
2
In Move Item, enter the Quantity to move, or select Move all.
3
Under Choose destination folder, select the folder the item is going to. To create a folder for it, select New Folder.
4
Select a Move reason, add a Move notes if you want to, then select Move.
Moving one item to a new folder in the Move Item window

Moving multiple items in one folder

Prefer to move several items at once? Select them in the folder and move them together, with a quantity and a reason for each.

1
Select the box in the top left corner of each item you want to move. The bar at the top of the list shows how many items you selected.
2
Select Move in the bar.
3
In Bulk Move, choose how much of each item to move. Use the Quantity to move menu to move a set number of each item, or enter a quantity for each one. Select Move all beside an item to move all of it.
4
Select Next, then choose the destination folder, or create a new folder, and add a reason for the move.
Selecting three items and moving them together in the Bulk Move window

Moving multiple items in different folders

Need to move items that sit in different folders? Find them with search first, then move them together.

1
Go to Search, open Advanced Search, choose your criteria, and apply the filters.
2
Select the box in the top left corner of each item you want to move, then select Move in the bar at the top.
3
In Bulk Move, choose how much of each item to move, then select Next.
4
Choose the destination folder, or create a new folder, and add a reason for the move.
Moving items from different folders after searching in Advanced Search

Mobile

Need to move items by scanning? Quick Actions let you scan an item and send it to a folder straight away. In this example, we move items from Available Inventory to one of our Store folders.

Move an item with a saved Quick Action

1
From the Available Inventory folder, tap the scanner icon at the top right.
2
Choose a saved Move to Folder Quick Action. The card shows the folder it moves items to.
3
Scan the code of the item you want to move. It goes to the folder you chose.
Scanning an item with a Move to Folder Quick Action on mobile

Create a Move to Folder Quick Action

1
In the scanner, tap the red plus button to add a Quick Action.
2
Under Quick Move, select Move to Folder. Choose the version that asks for the folder before you scan, or the one that asks after.
3
In Select Folder, pick the destination folder and select Select.
4
Optionally choose a Move Reason (optional) and add a Move Note (optional), then select Next.
Creating a Move to Folder Quick Action on mobile
💡 Return to Origin: Looking for information on sending items back to their original folders? See our full guide here: How to Use the Return to Origin Feature